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Truist Financial
TFC

Overview Fund Activity

1,539 hedge funds and large institutions have $39.5B invested in Truist Financial in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 623 increasing their positions, 589 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,539
Holders Change
-15
Holders Change %
-0.97%
% of All Funds
20.9%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.18%
New
118
Increased
623
Reduced
589
Closed
106
Calls
$605M
Puts
$379M
Net Calls
+$226M
Net Calls Change
+$150M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$578M
2
Victory Capital Management
Victory Capital Management
Texas
+$247M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$135M
4
Invesco
Invesco
Georgia
+$131M
5
Barclays
Barclays
United Kingdom
+$107M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$501M
2
BlackRock
BlackRock
New York
-$201M
3
Marshall Wace
Marshall Wace
United Kingdom
-$118M
4
ACL
Azora Capital LP
Florida
-$90.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$88.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZBNA
301
Zions Bancorporation, National Association
Utah
$6.82M +$6.82M +165,706 New
AAS
302
Avantax Advisory Services
Texas
$6.79M +$268K +6,511 +4%
VIM
303
Vinva Investment Management
Australia
$6.72M +$1.23M +30,374 +22%
Caisse de Depot et Placement du Quebec (CDPQ)
304
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.71M -$38.9M -945,436 -85%
Pathstone Holdings
305
Pathstone Holdings
New Jersey
$6.7M -$123K -2,996 -2%
NAM
306
Nissay Asset Management
Japan
$6.66M +$26.9K +653 +0.4%
OPTFSNA
307
Old Point Trust & Financial Services N A
Virginia
$6.65M -$198K -4,809 -3%
AOWM
308
Alpha Omega Wealth Management
Virginia
$6.63M -$384K -9,320 -5%
LA
309
LBP AM
France
$6.59M -$276K -6,703 -4%
CA
310
Continental Advisors
Utah
$6.57M – – –
CWM
311
CIBC World Markets
New York
$6.55M -$3.36M -81,597 -34%
AF
312
Alerus Financial
North Dakota
$6.55M +$6.55M +142,894 New
SSA
313
Schonfeld Strategic Advisors
New York
$6.55M -$766K -18,618 -10%
RIP
314
Reliant Investment Partners
North Carolina
$6.51M -$13.5K -328 -0.2%
QCM
315
Quantinno Capital Management
New York
$6.5M +$2.46M +59,858 +61%
DSA
316
Davis Selected Advisers
Arizona
$6.44M +$455K +11,052 +8%
ASN
317
Advisory Services Network
Georgia
$6.38M +$145K +3,517 +2%
KWM
318
Kingsview Wealth Management
Oregon
$6.36M -$30.8K -748 -0.5%
SOADOR
319
State of Alaska Department of Revenue
Alaska
$6.34M +$115K +2,800 +2%
Mirae Asset Global Investments
320
Mirae Asset Global Investments
South Korea
$6.32M +$821K +20,298 +15%
MOACM
321
Mutual of America Capital Management
New York
$6.3M -$247K -6,001 -4%
Mackenzie Financial
322
Mackenzie Financial
Ontario, Canada
$6.29M +$1.33M +32,313 +27%
LW
323
Linscomb Wealth
Texas
$6.29M +$148K +3,592 +2%
Thrivent Financial for Lutherans
324
Thrivent Financial for Lutherans
Minnesota
$6.28M -$689K -16,669 -10%
MA
325
Montag & Associates
Georgia
$6.23M -$26.6K -647 -0.4%
11 12
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